+1,900.3%
TXN vs XLE
+1,022.5%
+877.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.2% |
| 7D | -0.1% | +2.2% | -2.3% | -1.1% |
| 30D | -6.9% | +11.8% | -18.7% | -11.7% |
| 3M | -14.9% | +9.8% | -24.8% | -19.0% |
| 6M | +29.0% | +15.6% | +13.4% | +19.3% |
| YTD | +51.5% | +45.3% | +6.2% | +25.9% |
| 1Y | +41.6% | +48.3% | -6.7% | +16.3% |
| 3Y | +65.8% | +55.4% | +10.4% | +32.4% |
| 5Y | +56.8% | +216.1% | -159.3% | -13.1% |
| 10Y | +387.5% | +178.4% | +209.1% | +165.2% |
| All | +1,900.3% | +1,022.5% | +877.9% | +337.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling